How do we study the impact of whale watching?

Clara Bird, PhD Candidate, OSU Department of Fisheries, Wildlife, and Conservation Sciences, Geospatial Ecology of Marine Megafauna Lab

Since its start, the GEMM Lab has been interested in the effect of vessel disturbance on whales. From former student Florence’s masters project to Leila’s PhD work, this research has shown that gray whales on their foraging grounds have a behavioral response to vessel presence (Sullivan & Torres, 2018) and a physiological response to vessel noise (Lemos et al., 2022). Presently, our GRANITE project is continuing to investigate the effect of ambient noise on gray whales, with an emphasis on understanding how these effects might scale up to impact the population as a whole (Image 1).

To date, all this work has been focused on gray whales feeding off the coast of Oregon, but I’m excited to share that this is about to change! In just a few weeks, Leigh and I will be heading south for a pilot study looking at the effects of whale watching vessels on gray whale mom/calf pairs in the nursing lagoons of Baja California, Mexico.

Image 1. Infographic for the GRANITE project. Credit: Carrie Ekeroth

We are collaborating with a Fernanda Urrutia Osorio, a PhD candidate at Scripps Institute of Oceanography, to spend a week conducting fieldwork in one of the nursing lagoons. For this project we will be collecting drone footage of mom/calf pairs in both the presence and absence of whale watching vessels. Our goal is to see if we detect any differences in behavior when there are vessels around versus when there are not. Tourism regulations only allow the whale watching vessels to be on the water during specific hours, so we are hoping to use this regulated pattern of vessel presence and absence as a sort of experiment.

Image 2. A mom and calf pair. *NOAA/NMFS permit #21678*.

The lagoons are a crucial place for mom/calf pairs, this is where calves nurse and grow before migration, and nursing is energetically costly for moms. So, it is important to study disturbance responses in this habitat since any change in behavior caused by vessels could affect both the calf’s energy intake and the mom’s energy expenditure. While this hasn’t yet been investigated for gray whales in the lagoons, similar studies have been carried out on other species in their nursing grounds.

Video 1. Footage of “likely nursing” behavior. NOAA/NMFS permit #21678.

We can use these past studies as blueprints for both data collection and processing. Disturbance studies such as these look for a wide variety of behavioral responses. These include (1) changes in activity budgets, meaning a change in the proportion of time spent in a behavior state, (2) changes in respiration rate, which would reflect a change in energy expenditure, (3) changes in path, which would indicate avoidance, (4) changes in inter-individual distance, and (5) changes in vocalizations. While it’s not necessarily possible to record all of these responses, a meta-analysis of research on the impact of whale watching vessels found that the most common responses were increases in the proportion of time spent travelling (a change in activity budget) and increased deviation in path, indicating an avoidance response (Senigaglia et al., 2016).

One of the key phrases in all these possible behavioral responses is “change in ___”. Without control data collected in the absence of whale watching vessels, it impossible to detect a difference. Some studies have conducted controlled exposures, using approaches with the research vessel as proxies for the whale watchers (Arranz et al., 2021; Sprogis et al., 2020), while others use the whale watching operators’ daily schedule and plan their data collection schedule around that (Sprogis et al., 2023). Just as ours will, all these studies collected data using drones to record whale behavior and made sure to collect footage before, during, and after exposure to the vessel(s).

One study focused on humpback mom/calf pairs found a decrease in the proportion of time spent resting and an increase in both respiration rate and swim speed during the exposure (Sprogis et al., 2020). Similarly, a study focused on short-finned pilot whale mom/calf pairs found a decrease in the mom’s resting time and the calf’s nursing time (Arranz et al., 2021). And, Sprogis et al.’s study of Southern right whales found a decrease in resting behavior after the exposure, suggesting that the vessels’ affect lasted past their departure (Sprogis et al., 2023, Image 3). It is interesting that while these studies found changes in different response metrics, a common trend is that all these changes suggest an increase in energy expenditure caused by the disturbance.

However, it is important to note that these studies focused on short term responses. Long term impacts have not been thoroughly estimated yet. These studies provide many valuable insights, not only into the response of whales to whale watching, but also a look at the various methods used. As we prepare for our fieldwork, it’s useful to learn how other researchers have approached similar projects.

Image 3. Visual ethogram from Sprogis et al. 2023. This shows all the behaviors they identified from the footage.

I want to note that I don’t write this blog intending to condemn whale watching. I fully appreciate that offering the opportunity to view and interact with these incredible creatures is valuable. After all, it is one of the best parts of my job. But hopefully these disturbance studies can inform better regulations, such as minimum approach distances or maximum engine noise levels.

As these studies have done, our first step will be to establish an ethogram of behaviors (our list of defined behaviors that we will identify in the footage) using our pilot data. We can also record respiration and track line data. An additional response that I’m excited to add is the distance between the mom and her calf. Former GEMM Lab NSF REU intern Celest will be rejoining us to process the footage using the AI method she developed last summer (Image 4). As described in her blog, this method tracks a mom and calf pair across the video frames, and allows us to extract the distance between them. We look forward to adding this metric to the list and seeing what we can glean from the results.

Image 4. Example of a labelled frame from SLEAP, highlighting labels: rostrum, blowhole, dorsal, dorsal-knuckle, and tail. This labels are drawn to train the software to recognize the whales in unlabelled frames.

While we are just getting started, I am excited to see what we can learn about these whales and how best to study them. Stay tuned for updates from Baja!

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References

Arranz, P., Glarou, M., & Sprogis, K. R. (2021). Decreased resting and nursing in short-finned pilot whales when exposed to louder petrol engine noise of a hybrid whale-watch vessel. Scientific Reports, 11(1), 21195. https://doi.org/10.1038/s41598-021-00487-0

Lemos, L. S., Haxel, J. H., Olsen, A., Burnett, J. D., Smith, A., Chandler, T. E., Nieukirk, S. L., Larson, S. E., Hunt, K. E., & Torres, L. G. (2022). Effects of vessel traffic and ocean noise on gray whale stress hormones. Scientific Reports, 12(1), Article 1. https://doi.org/10.1038/s41598-022-14510-5

Senigaglia, V., Christiansen, F., Bejder, L., Gendron, D., Lundquist, D., Noren, D., Schaffar, A., Smith, J., Williams, R., Martinez, E., Stockin, K., & Lusseau, D. (2016). Meta-analyses of whale-watching impact studies: Comparisons of cetacean responses to disturbance. Marine Ecology Progress Series, 542, 251–263. https://doi.org/10.3354/meps11497

Sprogis, K. R., Holman, D., Arranz, P., & Christiansen, F. (2023). Effects of whale-watching activities on southern right whales in Encounter Bay, South Australia. Marine Policy, 150, 105525. https://doi.org/10.1016/j.marpol.2023.105525

Sprogis, K. R., Videsen, S., & Madsen, P. T. (2020). Vessel noise levels drive behavioural responses of humpback whales with implications for whale-watching. ELife, 9, e56760. https://doi.org/10.7554/eLife.56760

Sullivan, F. A., & Torres, L. G. (2018). Assessment of vessel disturbance to gray whales to inform sustainable ecotourism. Journal of Wildlife Management, 82(5), 896–905. https://doi.org/10.1002/jwmg.21462

Keeping it simple: A lesson in model construction

By: Kate Colson, MSc Student, University of British Columbia, Institute for the Oceans and Fisheries, Marine Mammal Research Unit

Models can be extremely useful tools to describe biological systems and answer ecological questions, but they are often tricky to construct. If I have learned anything in my statistics classes, it is the importance of resisting the urge to throw everything but the kitchen sink into a model. However, this is usually much easier said than done, and model construction takes a lot of practice. The principle of simplicity is currently at the forefront of my thesis work, as I try to embody the famous quote by Albert Einstein:

“Everything should be made as simple as possible, but no simpler.”

As you might remember from my earlier blog, the goal of my thesis is to use biologging data to define different foraging behaviors of Pacific Coast Feeding Group (PCFG) gray whales, and then calculate the energetic cost of those behaviors. I am defining PCFG foraging behaviors at two scales: (1) dives that represent different behavior states (e.g., travelling vs foraging), and (2) roll events, which are periods during dives where the whale is rolled onto their side, that represent different foraging tactics (e.g., headstanding vs side-swimming).

Initially, I was planning to use a clustering analysis to define these different foraging behaviors at both the dive and roll event scale, as this method has been used to successfully classify different foraging strategies for Galapagos sea lions (Schwarz et al., 2021). In short, this clustering analysis uses summary variables from events of interest to group events based on their similarity. These can be any metric that describes the event such as duration and depth, or body positioning variables like median pitch or roll. The output of the clustering analysis method results in groups of events that can each be used to define a different behavior.

However, while this method works for defining the foraging tactics of PCFG gray whales, my discussions with other scientists have suggested that there is a better method available for defining foraging behavior at the dive scale: Hidden Markov Models (HMMs). HMMs are similar to the clustering method described above in that they use summary variables at discrete time scales to define behavior states, but HMMs take into account the bias inherent to time series data – events that occur closer together in time are more likely to be more similar. This bias of time can confound clustering analyses, making HMMs a better tool for classifying a series of dives into different behavior states.

Like many analytical methods, the HMM framework was first proposed in a terrestrial system where it was used to classify the movement of translocated elk (Morales et al., 2004). The initial framework proposed using the step length, or the spatial distance between the animal’s locations at the start of subsequent time intervals, and the corresponding turning angle, to isolate “encamped” from “exploratory” behaviors in each elk’s movement path (Figure 1, from Morales et al., 2004). “Encamped” behaviors are those with short step lengths and high turning angles that show the individual is moving within a small area, and they can be associated with foraging behavior. On the other hand, “exploratory” behaviors are those with long step lengths and low turning angles that show the individual is moving in a relatively straight path and covering a lot of ground, which is likely associated with travelling behavior.

*Figure 1.* The difference between “encamped” and “exploratory” behavior states from a simple Hidden Markov Model (HMM) in a translocated elk equipped with a GPS collar (Fig. 1 in Morales et al., 2004). The top rose plots show the turning angles while the bottom histograms show the step lengths as a daily movement rate. The “encamped” state has short step lengths (low daily movement rate) and high turning angles while the “exploratory” state has long step lengths (high daily movement rate) and low turning angle. These behavior states from the HMM can then be interpollated to elk behavior, as the low daily movement and tight turns of the “encamped” behavior state likely indicates foraging while the high daily movement and direct path of the “exploratory” behavior state likely indicates traveling. Thus, it is important to keep the biological relevance of the study system in mind while constructing and interpreting the model.

In the two decades following this initial framework proposed by Morales et al. (2004), the use of HMMs in anlaysis has been greatly expanded. One example of this expansion has been the development of mutlivariate HMMs that include additional data streams to supplement the step length and turning angle classification of “encamped” vs “exploratory” states in order to define more behaviors in movement data. For instance, a multivariate HMM was used to determine the impact of acoustic disturbance on blue whales (DeRuiter et al., 2017). In addition to step length and turning angle, dive duration and maximum depth, the duration of time spent at the surface following the dive, the number of feeding lunges in the dive, and the variability of the compass direction the whale was facing during the dive were all used to classify behavior states of the whales. This not only allowed for more behavior states to be identified (three instead of two as determined in the elk model), but also the differences in behavior states between individual animals included in the study, and the differences in the occurrence of behavior states due to changes in environmental noise.

The mutlivariate HMM used by DeRuiter et al. (2017) is a model I would ideally like to emulate with the biologging data from the PCFG gray whales. However, incorporating more variables invites more questions during the model construction process. For example, how many variables should be incorporated in the HMM? How should these variables be modeled? How many behavior states can be identified when including additional variables? These questions illustrate how easy it is to unnecessarily overcomplicate models and violate the principle of simiplicity toted by Albert Einstein, or to be overwhelmed by the complexity of these analytical tools.

*Figure 2.* Example of expected output of Hidden Markov Model (HMM) for the PCFG gray whale biologging data (GEMM Lab; National Marine Fisheries Service (NMFS) permit no. 21678). The figure shows the movement track the whale swam during the deployment of the biologger, with each point representing the start of a dive. The axes show “Easting” and “Northing” rather than map coordinates because this is the relative path the whale took rather than GPS coordinates of the whale’s location. Each color represents a different behavior state—blue has short step lengths and high turning angles (likely foraging), red has intermediate step lengths and turning angles (likely searching), and black has long step lengths and low turning angles (likely transiting). These results will be refined as I construct the multivariate HMM that will be used in my thesis.

Luckily, I can draw on the support of Gray whale Response to Ambient Noise Informed by Technology and Ecology (GRANITE) project collaborators Dr. Leslie New and Dr. Enrico Pirotta to guide my HMM model construction and assist in interpreting the outputs (Figure 2). With their help, I have been learning the importance of always asking if the change I am making to my model is biologically relevent to the PCFG gray whales, and if it will help give me more insight into the whales’ behavior. Even though using complex tools, such as Hidden Markov Models, has a steep learning curve, I know that this approach is not only placing this data analysis at the cutting edge of the field, but helping me practice fundamental skills, like model construction, that will pay off down the line in my career.

Sources

DeRuiter, S. L., Langrock, R., Skirbutas, T., Goldbogen, J. A., Calambokidis, J., Friedlaender, A. S., & Southall, B. L. (2017). A multivariate mixed Hidden Markov Model for blue whale behaviour and responses to sound exposure. Annals of Applied Statistics, 11(1), 362–392. https://doi.org/10.1214/16-AOAS1008

Morales, J. M., Haydon, D. T., Frair, J., Holsinger, K. E., & Fryxell, J. M. (2004). Extracting more out of relocation data: Building movement models as mixtures of random walks. Ecology, 85(9), 2436–2445. https://doi.org/10.1890/03-0269

Schwarz, J. F. L., Mews, S., DeRango, E. J., Langrock, R., Piedrahita, P., Páez-Rosas, D., & Krüger, O. (2021). Individuality counts: A new comprehensive approach to foraging strategies of a tropical marine predator. Oecologia, 195(2), 313–325. https://doi.org/10.1007/s00442-021-04850-w

How fat do baleen whales get? Recent publication shows how humpback whales increase their body condition over the foraging season.

Dr. KC Bierlich, Postdoctoral Scholar, OSU Department of Fisheries, Wildlife, & Conservation Sciences, Geospatial Ecology of Marine Megafauna (GEMM) Lab

Traveling across oceans takes a lot of energy. Most baleen whales use stored energy acquired on their summer foraging grounds to support the costs of migration to and reproduction on their winter breeding grounds. Since little, if any, feeding takes place during the migration and winter season, it is essential that baleen whales obtain enough food to increase their fat reserves to support reproduction. As such, baleen whales are voracious feeders, and they typically depart the foraging grounds much fatter than when they had arrived.

So, how fat do baleen whales typically get by the end of the foraging season, and how does this differ across reproductive classes, such as a juvenile female vs. a pregnant female? Understanding these questions is key for identifying what a typical “healthy” whale looks like, information which can then help scientists and managers monitor potential impacts from environmental and anthropogenic stressors. In this blog, I will discuss a recent publication in Frontiers in Marine Science (https://doi.org/10.3389/fmars.2022.1036860) that is from my PhD dissertation with the Duke University Marine Robotics and Remote Sensing (MaRRS) Lab, and also includes GEMM lab members Allison Dawn and Clara Bird. In this study, we analyzed how humpback whales (Megaptera novaeangliae) along the Western Antarctic Peninsula (WAP) increase their fat reserves throughout the austral summer foraging season (Bierlich et al., 2022). This work also helps provide insight to the GEMM Lab’s GRANITE project (Gray whale Response to Ambient Noise Informed by Technology and Ecology), where we are interested in how Pacific Coast Feeding Group (PCFG) gray whales increase their energy reserves in response to environmental variability and increasing human activities.

Eastern South Pacific humpback whales, identified as Stock G by the International Whaling Commission, travel over 16,000 km between summer foraging grounds along the WAP and winter breeding grounds between Ecuador and Costa Rica (Fig. 1). Like most baleen whales, Stock G humpback whales were heavily exploited by 20^th century commercial whaling. Recent evidence suggests that this population is recovering, with an estimated increase in population size of ~7,000 individuals in 2000 to ~19,107 in 2020 (Johannessen et al., 2022).

However, there are long-term concerns for this population. The WAP is one of the fastest warming regions on the planet, and regional populations of krill, an important food source for humpback whales, have declined steeply over the past half-century. Additionally, the WAP has seen a rapid expansion of human activities, such as tourism and krill fishing. Specifically, the WAP has experienced an increase in tourism from a total of 6,700 visitors from 59 voyages in 1990 to 73,000 visitors from 408 voyages in 2020, which may be causing increased stress levels amongst Stock G (Pallin et al., 2022). Furthermore, the krill fishery has increased harvest activities in key foraging areas for humpback whales (Reisinger et al., 2022). Understanding how humpback whales increase their energy reserves over the course of the foraging season can help researchers establish a baseline to monitor future impacts from climate change and human activities. This work also provides an opportunity for comparisons to other baleen whale populations that are also exposed to multiple stressors, such as the PCFG gray whales off the Newport Coast who are constantly exposed to vessel traffic and at risk of entanglement from fishing gear.

Figure 1. The migration route of the Stock G humpback whale population. Figure adapted from *Whales of the Antarctic Peninsula Report, WWF 2018.*

To understand how humpback whales increase their energy reserves throughout the foraging season, we collected drone imagery of whales along the WAP between November and June, 2017-2019 (Fig. 2). We used these images to measure the length and width of the whale to estimate body condition, which represents an animal’s relative energy reserve and can reflect foraging success (see previous blog). We collected drone imagery from a combination of research stations (Palmer Station), research vessels (Laurence M. Gould), and tour ships (One Ocean Expeditions). We used several different drones types and accounted for measurement uncertainty associated with the camera, focal length lens, altitude, and altimeter (barometer/LiDAR) from each drone (see previous blog and Bierlich et al., 2021a, 2021b). We also took biopsy samples to identify the sex of each individual and to determine if females were pregnant or not.

Figure 2. Two humpbacks gracefully swimming in the chilly water along the Western Antarctic Peninsula. Photo taken by KC Bierlich & the Duke University Marine Robotics and Remote Sensing (MaRRS) Lab.

Our final dataset included body condition measurements for 228 total individuals. We found that body condition increased linearly between November and June for each reproductive class, which included calves, juvenile females, juvenile whales of unknown sex, lactating females, mature whales of unknown sex, and non-pregnant females (Fig. 3). This was an interesting finding because a recent publication analyzing tagged whales from the same population found that humpback whales have high foraging rates in early season that then significantly decrease by February and March (Nichols et al., 2022). So, despite these reduced foraging rates throughout the season, humpback whales continue to gain substantial mass into the late season. This continued increase in body condition implies a change in krill abundance and/or quality into the late season, which may compensate for the lower feeding rates. For example, krill density and biomass increases by over an order of magnitude across the season (Reiss et al., 2017) and their lipid content increases by ~4x (Hagen et al., 1996). Thus, humpback whales likely compensate for their lower feeding rates by feeding on denser and higher quality krill, ultimately increasing their efficiency in energy deposition.

Figure 3. Body condition, here measured as Body Area Index (BAI), increases linearly for each reproductive class across the austral summer foraging season (Nov – June) for humpback whales along the Western Antarctic Peninsula. The shading represents the uncertainty around the estimated relationship. The colors represent the month of data collection.

We found that body condition increase varied amongst reproductive classes. For example, lactating females had the poorest measures of body condition across the season, reflecting the high energetic demands of nursing their calves (Fig. 3). Conversely, non-pregnant females had the highest body condition at the start of the season compared to all the other classes, likely reflecting the energy saved and recovered by skipping breeding that year. Calves, juvenile whales, and mature whales all reached similar levels of body condition by the end of the season, though mature whales will likely invest most of their energy stores toward reproduction, whereas calves and juveniles likely invest toward growth. We also found a positive relationship between the total length of lactating females and their calves, suggesting that bigger moms have bigger calves (Fig. 4). A similar trend has also been observed in other baleen whale species including southern and North Atlantic right whales (Christiansen et al., 2018; Stewart et al., 2022).

Figure 4. Big mothers have big calves. Total length (TL) measurement between mother-calf pairs. The bars around each point represents the uncertainty (95% highest posterior density intervals). The colors represent the month of data collection. The blue line represents the best fit from a Deming regression, which incorporate measurement uncertainty in both the independent (mother’s TL) and dependent variable (calf’s TL).

The results from the humpback study provide insight for my current work exploring how PCFG gray whales increase their energy reserves in relation to environmental variability and increasing human activities. Over the past seven years, the GEMM Lab has been collecting drone images of PCFG gray whales off the coast of Oregon to measure their body condition (see this GRANITE Project blog). Many of the individuals we encounter are seen across years and throughout the foraging season, providing an opportunity to evaluate how an individual’s body condition is influenced by environmental variation, stress levels, maturity, and reproduction. For example, we had nine total body condition measurements of a female PCFG whale named “Sole”, who had a curvilinear increase in body condition throughout the summer foraging season – a rapid increase in early season that slowed as the season progressed (Fig. 5). This raises many questions for us: is this how most PCFG whales typically increase their body condition during the summer? Is this increase different for pregnant or lactating females? How is this increase impacted by environmental variability or anthropogenic stressors? Repeated measurements of individuals, in addition to Sole, in different reproductive classes across different years will help us determine what body condition is considered a healthy range for gray whales. This is particularly important for monitoring any potential health consequences from anthropogenic stressors, such as vessel noise and traffic (see recent blog by GEMM Lab alum Leila Lemos). We are currently analyzing body condition measurements between 2016 – 2022, so stay tuned for upcoming results!

Figure 6. Body condition, here measured as Body Area Index (BAI), increases curvilinearly for “Sole”, a mature female Pacific Coat Feeding Group gray whale, imaged nine times along the Oregon coast in 2021. The colors represent the month of data collection.

References

Bierlich, K. C., Hewitt, J., Bird, C. N., Schick, R. S., Friedlaender, A., Torres, L. G., et al. (2021a). Comparing Uncertainty Associated With 1-, 2-, and 3D Aerial Photogrammetry-Based Body Condition Measurements of Baleen Whales. Front. Mar. Sci. 8, 1–16. doi:10.3389/fmars.2021.749943.

Bierlich, K. C., Hewitt, J., Schick, R. S., Pallin, L., Dale, J., Friedlaender, A. S., et al. (2022). Seasonal gain in body condition of foraging humpback whales along the Western Antarctic Peninsula. Front. Mar. Sci. 9, 1–16. doi:10.3389/fmars.2022.1036860.

Bierlich, K., Schick, R., Hewitt, J., Dale, J., Goldbogen, J., Friedlaender, A., et al. (2021b). Bayesian approach for predicting photogrammetric uncertainty in morphometric measurements derived from drones. Mar. Ecol. Prog. Ser. 673, 193–210. doi:10.3354/meps13814.

Christiansen, F., Vivier, F., Charlton, C., Ward, R., Amerson, A., Burnell, S., et al. (2018). Maternal body size and condition determine calf growth rates in southern right whales. Mar. Ecol. Prog. Ser. 592, 267–281.

Hagen, W., Van Vleet, E. S., and Kattner, G. (1996). Seasonal lipid storage as overwintering strategy of Antarctic krill. Mar. Ecol. Prog. Ser. 134, 85–89. doi:10.3354/meps134085.

Johannessen, J. E. D., Biuw, M., Lindstrøm, U., Ollus, V. M. S., Martín López, L. M., Gkikopoulou, K. C., et al. (2022). Intra-season variations in distribution and abundance of humpback whales in the West Antarctic Peninsula using cruise vessels as opportunistic platforms. Ecol. Evol. 12, 1–13. doi:10.1002/ece3.8571.

Nichols, R., Cade, D. E., Kahane-Rapport, S., Goldbogen, J., Simpert, A., Nowacek, D., et al. (2022). Intra-seasonal variation in feeding rates and diel foraging behavior in a seasonally fasting mammal, the humpback whale. Open Sci. 9, 211674.

Pallin, L. J., Botero-Acosta, N., Steel, D., Baker, C. S., Casey, C., Costa, D. P., et al. (2022). Variation in blubber cortisol levels in a recovering humpback whale population inhabiting a rapidly changing environment. Sci. Rep. 12, 1–13. doi:10.1038/s41598-022-24704-6.

Reisinger, R., Trathan, P. N., Johnson, C. M., Joyce, T. W., Durban, J. W., Pitman, R. L., et al. (2022). Spatiotemporal overlap of baleen whales and krill fisheries in the Antarctic Peninsula region. Front. Mar. Sci. doi:doi: 10.3389/fmars.2022.914726.

Reiss, C. S., Cossio, A., Santora, J. A., Dietrich, K. S., Murray, A., Greg Mitchell, B., et al. (2017). Overwinter habitat selection by Antarctic krill under varying sea-ice conditions: Implications for top predators and fishery management. Mar. Ecol. Prog. Ser. 568, 1–16. doi:10.3354/meps12099.

Stewart, J. D., Durban, J. W., Europe, H., Fearnbach, H., Hamilton, P. K., Knowlton, A. R., et al. (2022). Larger females have more calves : influence of maternal body length on fecundity in North Atlantic right whales. Mar. Ecol. Prog. Ser. 689, 179–189. doi:10.3354/meps14040.

The final chapter: “The effects of vessel traffic and ocean noise on gray whale stress hormones”

By Leila S. Lemos, Ph.D., Postdoctoral Associate at Florida International University, former member of the GEMM Lab (Defended PhD. March 2020)

It’s been a long time since I wrote a blog post for the GEMM Lab (more than two years ago!). You may remember me as a former Ph.D. student working with gray whale body condition and hormone variation in association with ambient noise… and so much has happened since then!

After my graduation, since I have tropical blood running in my veins, I literally crossed the entire country in search of blue and sunny skies, warm weather and ocean, and of course different opportunities to continue doing research involving stressors and physiological responses in marine mammals and other marine organisms. It didn’t take me long to start a position as a postdoctoral associate with the Institute of Environment at Florida International University. I have learned so much in these past two years while mainly working with toxicology and stress biomarkers in a wide range of marine individuals including corals, oysters, fish, dolphins, and now manatees. I have started a new chapter in my life, and I am very eager to see where it takes me.

Talking about chapters… my Ph.D. thesis comprised four different chapters and I had published only the first one when I left Oregon: “Intra- and inter-annual variation in gray whale body condition on a foraging ground”. In this study we used drone-based photogrammetry to measure and compare gray whale body condition along the Oregon coast over three consecutive foraging seasons (June to October, 2016-2018). We described variations across the different demographic units, improved body condition with the progression of feeding seasons, and variations across years, with a better condition in 2016 compared to the following two years. Then in 2020, I was able to publish my second chapter entitled “Assessment of fecal steroid and thyroid hormone metabolites in eastern North Pacific gray whales”. In this study, we used gray whale fecal samples to validate and quantify four different hormone metabolite concentrations (progestins, androgens, glucocorticoids, and thyroid hormone). We reported variation in progestins and androgens by demographic unit and by year. Almost a year later, my third chapter “Stressed and slim or relaxed and chubby? A simultaneous assessment of gray whale body condition and hormone variability” was published. In this chapter, we documented a negative correlation between body condition and glucocorticoids, meaning that slim whales were more stressed than the chubby ones.

These three chapters were “relatively easy” to publish compared to my fourth chapter, which had a long and somewhat stressful process (which is funny as I am trying to report stress responses in gray whales). Changes between journals, titles, analyses, content, and focus had to be made over the past year and a half for it to be accepted for publication. However, I believe that it was worth the extra work and invested time as our research definitely became more robust after all of the feedback provided by the reviewers. This chapter, now entitled “Effects of vessel traffic and ocean noise on gray whale stress hormones” was finally published earlier this month at the Nature Scientific Reports journal, and I’ll describe it further below.

Increased human activities in the last decades have altered the marine ecosystem, leaving us with a noisier, warmer, and more contaminated ocean. The noise caused by the dramatic increase in commercial and recreational shipping and vessel traffic^1-3has been associated with negative impacts on marine wildlife populations^4,5. This is especially true for baleen whales, whose frequencies primarily used for communication, navigation, and foraging^6,7 are “masked” by the noise generated by this watercraft. Several studies have reported alterations in marine mammal behavioral states^8-11, increased group cohesion^12-14, and displacement^8,15due to this disturbance, however, just a few studies have considered their physiological responses. Examples of physiological responses reported in marine mammals include altered metabolic rate^15,16and variations in stress-related hormone (i.e., glucocorticoids) concentrations relative to vessel abundance and ambient noise^17,18. Based on this context and on the scarcity of such assessments, we attempted to determine the effects of vessel traffic and associated ambient noise, as well as potential confounding variables (i.e., body condition, age, sex, time), on gray whale fecal glucocorticoid concentrations.

In addition to the data used in my previous three chapters collected from gray whales foraging off the Oregon coast, we also collected ambient noise levels using hydrophones, vessel count data from the Oregon Department of Fish and Wildlife (ODFW), and wind data from NOAA National Data Buoy Center (NDBC). Our first finding was a positive correlation between vessel counts and underwater noise levels (Fig. 1A), likely indicating that vessel traffic is the dominant source of noise in the area. To confirm this, we also compared underwater noise levels with wind speed (Fig. 1B), but no correlations were found.

**Figure 1:** Linear correlations between noise levels (daily median root mean square [rms] sound pressure level [SPL] in dB [re 1 μPa]; 50–1000 Hz) recorded on a hydrophone deployed outside the Newport harbor entrance during June to October of 2017 and 2018 and **(A)** vessel counts in Newport and Depoe Bay, Oregon, USA, and **(B)** daily median wind speed (m/s) from an anemometer station located on South Beach, Newport, Oregon, USA (station NWPO3). Asterisk indicates significant correlations between SPL and vessel counts in both years.

We also investigated noise levels by the hour of the day (Fig. 2), and we found that noise levels peaked between 6 and 8 am most days, coinciding with the peak of vessels leaving the harbor to get to fishing grounds. Another smaller peak is seen at 12 pm, which may represent “half-day fishing charter” vessels returning to the harbor. In contrast, wind speeds (in the lower graph) peaked between 3 and 4 pm, thus confirming the absence of correlation between noise and wind and providing more evidence that noise levels are dominated by the vessel activity in the area.

**Figure 2:** Median noise levels (root mean square sound pressure levels—SPLrms) for each hour of each day recorded on a hydrophone (50–10,000 Hz) deployed outside the Newport harbor entrance during June to October of 2017 (middle plot) and 2018 (upper plot), and hourly median noise level (SPL) against hourly median wind speed (lower plot) from an anemometer station located on South Beach, Newport, Oregon, USA (station NWPO3) over the same time period.

Finally, we assessed the effects of vessel counts, month, year, sex, whale body condition, and other hormone metabolites on glucocorticoid metabolite (GCm; “stress”) concentrations. Since we are working with fecal samples, we needed to consider the whale gut transit time and go back in time to link time of exposure (vessel counts) to response (glucocorticoid concentrations). However, due to uncertainty regarding gut transit time in baleen whales, we compared different time lags between vessel counts and fecal collection. The gut transit time in large mammals is ~12 hours to 4 days^3,19,20, so we investigated the influence of vessel counts on whale “stress hormone levels” from the previous 1 to 7 days. The model with the most influential temporal scale included vessel counts from previous day, which showed a significant positive relationship with GCm (the “stress hormone level”) (Fig. 3).

**Figure 3:** The effect of vessel counts in Newport and Depoe Bay (Oregon, USA) on the day before fecal sample collection on gray whale fecal glucocorticoid metabolite (GCm) concentrations.

Thus, the “take home messages” of our study are:

The soundscape in our study area is dominated by vessel noise.
Vessel counts are strongly correlated with ambient noise levels in our study area.
Gray whale glucocorticoid levels are positively correlated with vessel counts from previous day meaning that gray whale gut transit time may occur within ~ 24 hours of the disturbance event.

These four chapters were all very important studies not only to advance the knowledge of gray whale and overall baleen whale physiology (as this group is one of the most poorly understood of all mammals given the difficulties in sample collection²¹), but also to investigate potential sources for the unusual mortality event that is currently happening (2019-present) to the Eastern North Pacific population of gray whales. Such studies can be used to guide future research and to inform population management and conservation efforts regarding minimizing the impact of anthropogenic stressors on whales.

I am very glad to be part of this project, to see such great fruits from our gray whale research, and to know that this project is still at full steam. The GEMM Lab continues to collect and analyze data for determining gray whale body condition and physiological responses in association with ambient noise (Granite, Amber and Diamond projects). The gray whales thank you for this!

Cited Literature

1. McDonald, M. A., Hildebrand, J. A. & Wiggins, S. M. Increases in deep ocean ambient noise in the Northeast Pacific west of San Nicolas Island, California. J. Acoust. Soc. Am. 120, 711–718 (2006).

2. Kaplan, M. B. & Solomon, S. A coming boom in commercial shipping? The potential for rapid growth of noise from commercial ships by 2030. Mar. Policy 73, 119–121 (2016).

3. McCarthy, E. International regulation of underwater sound: establishing rules and standards to address ocean noise pollution (Kluwer Academic Publishers, 2004).

4. Weilgart, L. S. The impacts of anthropogenic ocean noise on cetaceans and implications for management. Can. J. Zool. 85, 1091–1116 (2007).

5. Bas, A. A. et al. Marine vessels alter the behaviour of bottlenose dolphins Tursiops truncatus in the Istanbul Strait, Turkey. Endanger. Species Res. 34, 1–14 (2017).

6. Erbe, C., Reichmuth, C., Cunningham, K., Lucke, K. & Dooling, R. Communication masking in marine mammals: a review and research strategy. Mar. Pollut. Bull. 103, 15–38 (2016).

7. Erbe, C. et al. The effects of ship noise on marine mammals: a review. Front. Mar. Sci. 6 (2019).

8. Sullivan, F. A. & Torres, L. G. Assessment of vessel disturbance to gray whales to inform sustainable ecotourism. J. Wildl. Manag. 82, 896–905 (2018).

9. Pirotta, E., Merchant, N. D., Thompson, P. M., Barton, T. R. & Lusseau, D. Quantifying the effect of boat disturbance on bottlenose dolphin foraging activity. Biol. Conserv. 181, 82–89 (2015).

10. Dans, S. L., Degrati, M., Pedraza, S. N. & Crespo, E. A. Effects of tour boats on dolphin activity examined with sensitivity analysis of Markov chains. Conserv. Biol. 26, 708–716 (2012).

11. Christiansen, F., Rasmussen, M. & Lusseau, D. Whale watching disrupts feeding activities of minke whales on a feeding ground. Mar. Ecol. Prog. Ser. 478, 239–251 (2013).

12. Bejder, L., Samuels, A., Whitehead, H. & Gales, N. Interpreting short-term behavioural responses to disturbance within a longitudinal perspective. Anim. Behav. 72, 1149–1158 (2006).

13. Nowacek, S. M., Wells, R. S. & Solow, A. R. Short-term effects of boat traffic on Bottlenose dolphins, Tursiops truncatus, in Sarasota Bay, Florida. Mar. Mammal. Sci. 17, 673–688 (2001).

14. Bejder, L., Dawson, S. M. & Harraway, J. A. Responses by Hector’s dolphins to boats and swimmers in Porpoise Bay, New Zealand. Mar. Mammal Sci. 15, 738–750 (1999).

15. Lusseau, D. Male and female bottlenose dolphins Tursiops spp. have different strategies to avoid interactions with tour boats in Doubtful Sound. New Zealand. Mar. Ecol. Prog. Ser. 257, 267–274 (2003).

16. Sprogis, K. R., Videsen, S. & Madsen, P. T. Vessel noise levels drive behavioural responses of humpback whales with implications for whale-watching. Elife 9, e56760 (2020).

17. Ayres, K. L. et al. Distinguishing the impacts of inadequate prey and vessel traffic on an endangered killer whale (Orcinus orca) population. PLoS ONE 7, e36842 (2012).

18. Rolland, R. M. et al. Evidence that ship noise increases stress in right whales. Proc. R. Soc. B Biol. Sci. 279, 2363–2368 (2012).

19. Wasser, S. K. et al. A generalized fecal glucocorticoid assay for use in a diverse array of nondomestic mammalian and avian species. Gen. Comp. Endocrinol. 120, 260–275 (2000).

20. Hunt, K. E., Trites, A. W. & Wasser, S. K. Validation of a fecal glucocorticoid assay for Steller sea lions (Eumetopias jubatus). Physiol. Behav. 80, 595–601 (2004).

21. Hunt, K. E. et al. Overcoming the challenges of studying conservation physiology in large whales: a review of available methods. Conserv. Physiol. 1, cot006–cot006 (2013).

How will upwelling ecosystems fare in a changing climate?

By Dawn Barlow, Postdoctoral Scholar, OSU Department of Fisheries, Wildlife, and Conservation Sciences, Geospatial Ecology of Marine Megafauna Lab

Global climate change is affecting all aspects of life on earth. The oceans are not exempt from these impacts. On the contrary, marine species and ecosystems are experiencing significant impacts of climate change at faster rates and greater magnitudes than on land^1,2, with cascading effects across trophic levels, impacting human communities that depend on healthy ocean ecosystems³.

In the lobby of the Gladys Valley Marine Studies building that we are privileged to work in here at the Hatfield Marine Science Center, a poem hangs on the wall: “The North Pacific Is Misbehaving”, by Duncan Berry. I read it often, each time moved by how he articulates both the scientific curiosity and the personal emotion that are intertwined in researchers whose work is dedicated to understanding the oceans on a rapidly changing planet. We seek to uncover truths about the watery places we love that capture our fascination; truths that are sometimes beautiful, sometimes puzzling, sometimes heartbreaking. Observations conducted with scientific rigor do not preclude complex human feelings of helplessness, determination, and hope.

Figure 1. Poem by Duncan Berry, entitled, “The North Pacific is Misbehaving”.

Here on the Oregon Coast, we are perched on the edge of a bountiful upwelling ecosystem. Upwelling is the process by which winds drive a net movement of surface water offshore, which is replaced by cold, nutrient-rich water. When this water full of nutrients meets the sunlight of the photic zone, large phytoplankton blooms occur that sustain high densities of forage species like zooplankton and fish, and yielding important feeding opportunities for predators such as marine mammals. Upwelling ecosystems, like the California Current system in our back yard that features in Duncan Berry’s poem, support over 20% of global fisheries catches despite covering an area less than 5% of the global oceans^4–6. These narrow bands of ocean on the eastern boundaries of the major oceans are characterized by strong winds, cool sea surface temperatures, and high primary productivity that ultimately support thriving and productive ecosystems (Fig. 2)⁷.

Figure 2. Reproduced from Bograd et al. 2023. Maps showing global means in several key properties during the warm season (June through August in the Northern Hemisphere and January through March in the Southern Hemisphere). The locations of the four eastern boundary current upwelling systems (EBUSs) are shown by black outlines in each panel. (a) 10-m wind speed (*colors*) and vectors. (b) SST. (c) Dissolved oxygen concentrations at 200-m depth. (d) Concentration of ocean chlorophyll a. Abbreviations: BenCS, Benguela Current System; CalCS, California Current System; CanCS, Canary Current System; HumCS, Humboldt Current System; SST, sea surface temperature.

Because of their importance to human societies, eastern boundary current upwelling systems (EBUSs) have been well-studied over time. Now, scientists around the world who have dedicated their careers to understanding and describing the dynamics of upwelling systems are forced to reckon with the looming question of what will happen to these systems under climate change. The state of available information was recently synthesized in a forthcoming paper by Bograd et al. (2023). These authors find that the future of upwelling systems is uncertain, as climate change is anticipated to drive conflicting physical changes in their oceanography. Namely, alongshore winds could increase, which would yield increased upwelling. However, a poleward shift in these upwelling systems will likely lead to long-term changes in the intensity, location, and seasonality of upwelling-favorable winds, with intensification in poleward regions but weakening in equatorward areas. Another projected change is stronger temperature gradients between inshore and offshore areas, and vertically within the water column. What these various opposing forces will mean for primary productivity and species community structure remains to be seen.

While most of my prior research has centered around the importance of productive upwelling systems for supporting marine mammal feeding grounds^8–10, my recent focus has shifted closer to home, to the nearshore waters less than 5 km from the coastline. Despite their ecological and economic importance, nearshore habitats remain understudied, particularly in the context of climate change. Through the recently launched EMERALD project, we are investigating spatial and temporal distribution patterns of harbor porpoises and gray whales between San Francisco Bay and the Columbia River in relation to fluctuations in key environmental drivers over the past 30 years. On a scientific level, I am thrilled to have such a rich dataset that enables asking broad questions relating to how changing environmental conditions have impacted these nearshore sentinel species. On a more personal level, I must admit some apprehension of what we will find. The excitement of detecting statistically significant northward shift in harbor porpoise distribution stands at odds with my own grappling with what that means for our planet. The oceans are changing, and sensitive species must move or adapt to persist. What does the future hold for this “wild edge of a continent of ours” that I love, as Duncan Berry describes?

Figure 4. The view from Cape Foulweather, showing the complex mosaic of nearshore habitat features. Photo: D. Barlow.

Evidence exists that the nearshore realm of the Northeast Pacific is actually decoupled from coastal upwelling processes¹¹. Rather, these areas may be a “sweet spot” in the coastal boundary layer where headlands and rocky reefs provide more stable retention areas of productivity, distinct from the strong upwelling currents just slightly further from shore (Fig. 4). As the oceans continue to shift under the impacts of climate change, what will it mean for these critically important nearshore habitats? While they are adjacent to prominent upwelling systems, they are also physically, biologically, and ecologically distinct. Will nearshore habitats act as a refuge alongside a more rapidly changing upwelling environment, or will they be impacted in some different way? Many unanswered questions remain. I am eager to continue seeking out truth in the data, with my drive for scientific inquiry fueled by my underlying connection to this wild edge of a continent that I call home.

References:

1. Poloczanska, E. S. et al. Global imprint of climate change on marine life. Nat. Clim. Chang. 3, (2013).

2. Lenoir, J. et al. Species better track climate warming in the oceans than on land. Nat. Ecol. Evol. 4, 1044–1059 (2020).

3. Hoegh-Guldberg, O. & Bruno, J. F. The impact of climate change on the world’s marine ecosystems. Science (2010). doi:10.1126/science.1189930

4. Mann, K. H. & Lazier, J. R. N. Dynamics of Marine Ecosystems: Biological-physical interactions in the oceans. Blackwell Scientific Publications (1996). doi:10.2307/2960585

5. Ryther, J. Photosynthesis and fish production in the sea. Science (80-. ). 166, 72–76 (1969).

6. Cushing, D. H. Plankton production and year-class strength in fish populations: An update of the match/mismatch hypothesis. Adv. Mar. Biol. 9, 255–334 (1990).

7. Bograd, S. J. et al. Climate Change Impacts on Eastern Boundary Upwelling Systems. Ann. Rev. Mar. Sci. 15, 1–26 (2023).

8. Barlow, D. R., Bernard, K. S., Escobar-Flores, P., Palacios, D. M. & Torres, L. G. Links in the trophic chain: Modeling functional relationships between in situ oceanography, krill, and blue whale distribution under different oceanographic regimes. Mar. Ecol. Prog. Ser. 642, 207–225 (2020).

9. Barlow, D. R., Klinck, H., Ponirakis, D., Garvey, C. & Torres, L. G. Temporal and spatial lags between wind, coastal upwelling, and blue whale occurrence. Sci. Rep. 11, 1–10 (2021).

10. Derville, S., Barlow, D. R., Hayslip, C. & Torres, L. G. Seasonal, Annual, and Decadal Distribution of Three Rorqual Whale Species Relative to Dynamic Ocean Conditions Off Oregon, USA. Front. Mar. Sci. 9, 1–19 (2022).

11. Shanks, A. L. & Shearman, R. K. Paradigm lost? Cross-shelf distributions of intertidal invertebrate larvae are unaffected by upwelling or downwelling. Mar. Ecol. Prog. Ser. 385, 189–204 (2009).

Return of the whales: The GRANITE 2022 field season comes to a close

Clara Bird, PhD Candidate, OSU Department of Fisheries, Wildlife, and Conservation Sciences, Geospatial Ecology of Marine Megafauna Lab

It’s hard to believe that it’s already been four and half months since we started the field season (check out Lisa’s blog for a recap of where we began), but as of this weekend the GRANITE project’s 8^th field season has officially ended! As the gray whales wrap up their foraging season and start heading south for the winter, it’s time for us to put our gear into storage, settle into a new academic year, and start processing the data we spent so much time collecting.

The field season can be quite an intense time (40 days equaling over 255 hours on the water!), so we often don’t take a moment to reflect until the end. But this season has been nothing short of remarkable. As you may remember from past blogs, the past couple years (2020-21) have been a bit concerning, with lower whale numbers than previously observed. Since many of us started working on the project during this time, most of us were expecting another similar season. But we were wrong in the best way. From the very first day, we saw more whales than in previous years and we identified whales from our catalog that we hadn’t seen in several years.

Image 1: Collage of photos from our field season.

We identified friends – old and new!

This season we had 224 sightings of 63 individual whales. Of those 63, 51 were whales from our catalog (meaning we have seen them in a previous season). Of these 51 known whales, we only saw 20 of them last year! This observation brings up interesting questions such as, where did most of these whales forage last year? Why did they return to this area this year? And, the classic end of season question, what’s going to happen next year?

We also identified 12 whales that were not in our catalog, making them new to the GEMM lab. Two of our new whales are extra exciting because they are not just new to us but new to the population; we saw two calves this year! We were fortunate enough to observe two mom-calf pairs in July. One pair was of a “new” mom in our catalog and her calf. We nicknamed this calf “Roly-poly” because when we found this mom-calf pair, we recorded some incredible drone footage of “roly-poly” continuously performing body rolls while their mom was feeding nearby (video 1).

Video 1: “Roly-poly” body rolling while their mom headstands. NOAA/NMFS permit #21678.

The other pair includes a known GEMM lab whale, Luna, and her calf (currently nicknamed “Lunita”). We recently found “Lunita” feeding on their own in early October (Image 2), meaning that they are now independent from its mom (for more on mom-calf behavior check out Celest’s recent blog). We’ll definitely be on the lookout for Roly-Poly and Lunita next year!

Image 2: (left) drone image of Luna and Lunita together in July and (right) drone image of Lunita on their own in October. *NOAA/NMFS permit #21678*.

We flew, we scooped, we collected heaps of data!

From our previous blogs you probably know that in addition to photo-ID images, our other two most important forms of data collection are drone flights (for body condition and behavior data) and fecal samples (for hormone analysis). And this season was a success for both!

We conducted 124 flights over 49 individual whales. The star of these flights was a local favorite Scarlett who we flew over 18 different times. These repeat samples are crucial data for us because we use them to gain insight into how an individual’s body condition changes throughout the season. We also recorded loads of behavior data, collecting footage of different foraging tactics like headstanding, side-swimming, and surfacing feeding on porcelain crab larvae (video 2)!

Video 2: Two whales surface feeding on porcelain crab larvae. NOAA/NMFS permit #21678.

We also collected 61 fecal samples from 26 individual whales (Image 3). The stars of that dataset were Soléand Peak who tied with 7 samples each. These hard-earned samples provide invaluable insight into the physiology and stress levels of these individuals and are a crucial dataset for the project.

Image 3: Photos of fecal sample collection. Left – a very heavy sample, center: Lisa and Enrico after collecting the first fecal sample of the season, right: Clara and Lisa celebrating a good fecal sample collection.

On top of all that amazing data collection we also collected acoustic data with our hydrophones, prey data from net tows, and biologging data from our tagging efforts. Our hydrophones were in the water all summer recording the sounds that the whales are exposed to, and they were successfully recovered just a few weeks ago (Image 4)! We also conducted 69 net tows to sample the prey near where the whales were feeding and identify which prey the whales might be eating (Image 5). Lastly, we had two very successful tagging weeks during which we deployed (and recovered!) a total of 9 tags, which collected over 30 hours of data (Image 6; check out Kate’s blog for more on that).

Image 4 – Photos from hydrophone recovery.

Image 5: Photos from zooplankton sampling.

Image 6: Collage of photos from our two tagging efforts this season.

Final thoughts

All in all, it’s been an incredible season. We’ve seen the return of old friends, collected lots of awesome data, and had some record-breaking days (28 whales in one day!). As we look toward the analysis phase of the year, we’re excited to dig into our eight-year dataset and work to understand what might explain the increase in whales this year.

To end on a personal note, looking through photos to put in this blog was the loveliest trip down memory lane (even though it only ended a few days ago) – I am so honored and proud to be a part of this team. The work we do is hard; we spend long hours on a small boat together and it can be a bit grueling at times. But, when I think back on this season, my first thoughts are not of the times I felt exhausted or grumpy, but of all the joy we felt together. From the incredible whale encounters to the revitalizing snacks to the off-key sing alongs, there is no other team I would rather do this work with, and I so look forward to seeing what next season brings. Stay tuned for more updates from team GRANITE!

Decisions, decisions: New GEMM Lab publication reveals trade-offs in prey quantity and quality in gray whale foraging

By Lisa Hildebrand, PhD student, OSU Department of Fisheries, Wildlife, & Conservation Sciences, Geospatial Ecology of Marine Megafauna Lab

Obtaining enough food is crucial for predators to ensure adequate energy gain for maintenance of vital functions and support for energetically costly life history events (e.g., reproduction). Foraging involves decisions at every step of the process, including prey selection, capture, and consumption, all of which should be as efficient as possible. Making poor foraging decisions can have long-term repercussions on reproductive success and population dynamics (Harris et al. 2007, 2008, Grémillet et al. 2008), and for marine predators that rely on prey that is spatially and temporally dynamic and notoriously patchy (Hyrenbach et al. 2000), these decisions can be especially challenging. Prey abundance and density are frequently used as predictors of marine predator distribution, movement, and foraging effort, with predators often selecting highly abundant or dense prey patches (e.g., Goldbogen et al. 2011, Torres et al. 2020). However, there is increased recognition that prey quality is also an important factor to consider when assessing a predator’s ecology and habitat use (Spitz et al. 2012), and marine predators do show a preference for higher quality prey items (e.g., Haug et al. 2002, Cade et al. 2022). Moreover, negative impacts of low-quality prey on the health and breeding success of some marine mammals (Rosen & Trites 2000, Trites & Donnelly 2003) have been documented. Therefore, examining multiple prey metrics, such as prey quantity and quality, in predator ecology studies is critical.

Figure 1. Site map of the Port Orford TOPAZ/JASPER integrated projects. Blue squares represent the location of the 12 sampling stations within the 2 study sites (site boundaries demarcated with black lines). Brown dot represents the cliff-top observation site where theodolite tracking occurred.

Our integrated TOPAZ/JASPER projects in Port Orford do just this! We collect both prey quantity and quality data from a tandem research kayak, while we track Pacific Coast Feeding Group (PCFG) gray whales from shore. The prey and whale sampling overlap spatially (and often temporally within the same day). This kind of concurrent predator-prey sampling at similar scales is often logistically challenging to achieve, yet because PCFG gray whales have an affinity for nearshore, coastal habitats, it is something we have been able to achieve in Port Orford. Since 2016, a field team comprised of graduate, undergraduate, and high school students has collected data during the month of August to investigate gray whale foraging decisions relative to prey. Every day, a kayak team collects GoPro videos (to assess relative prey abundance; AKA: quantity) and zooplankton samples using a tow net (to assess prey community composition; AKA: quality through caloric content of different species) (Figure 1). At the same time, a cliff team surveys for gray whales from shore and tracks them using a theodolite, which provides us with tracklines of individual whales; We categorize each location of a whale into three broad behavior states (feeding, searching, transiting) based on movement patterns. Over the years, the various students who have participated in the TOPAZ/JASPER projects have written many blog posts, which I encourage you to read here (particularly to get more detailed information about the field methods).

Figure 2. An example daily layer of relative prey abundance (increasing color darkness corresponds with increasing abundance) in one study site with a whale theodolite trackline recorded on the same day overlaid and color-coded by behavioral state.

Several years of data are needed to conduct a robust analysis for our ecological questions about prey choice, but after seven years, we finally had the data and I am excited to share the results, which are due to the many years of hard work from many students! Our recent paper in Marine Ecology Progress Series aimed to determine whether PCFG gray whale foraging decisions are driven by prey quantity (abundance) or quality (caloric content of species) at a scale of 20 m (which is slightly less than 2 adult gray whale body lengths). In this study, we built upon results from my previous Master’s publication, which revealed that there are significant differences in the caloric content between the six common nearshore zooplankton prey species that PCFG gray whales feed on (Hildebrand et al. 2021). Therefore, in this study we addressed the hypothesis that individual whales will select areas where the prey community is dominated by the mysid shrimp Neomysis rayii, since it is significantly higher in caloric content than the other two prey species we identified, Holmesimysis sculpta (a medium quality mysid shrimp species) and Atylus tridens (a low quality amphipod species) (Hildebrand et al. 2021). We used spatial statistics and model to make daily maps of prey abundance and quality that we compared to our whale tracks and behavior from the same day. Please read our paper for the details on our novel methods that produced a dizzying amount of prey layers, which allowed us to tease apart whether gray whales target prey quantity, quality, or a mixture of both when they forage.

Figure 3. Figure shows the probability of gray whale foraging relative to prey abundance (color-coded by prey species). Dark grey vertical line represents the mean threshold for the *H. sculpta* curves (12.0); light grey vertical lines: minimum (7.2) and maximum (15.3) thresholds for the *H. sculpta* curves. Inflection points could not be calculated for the N. rayii curves

So, what did we find? The models proved our hypothesis wrong: foraging probability was significantly correlated with the quantity and quality of the mysid H. sculpta, which has significantly lower calories than N. rayii. This result puzzled us, until we started looking at the overall quantity of these two prey types in the study area and realized that the amount of calorically-rich N. rayii never reached a threshold where it was beneficial for gray whales to forage. But, there was a lot of H. sculpta, which likely made for an energetic gain for the whales despite not being as calorically rich as N. rayii. We determined a threshold of H. sculpta relative abundance that is required to initiate the gray whale foraging behavior, and the abundance of N. rayii never came close to this level (Figure 3). Despite not having the highest quality, H. sculpta did have the highest abundance and showed a significant positive relationship with foraging behavior, unlike the other prey items. Interestingly, whales never selected areas dominated by the low-calorie species A. tridens. These results demonstrate trade-off choices by whales for this abundant, medium-quality prey.

To our knowledge, individual baleen whale foraging decisions relative to available prey quantity and quality have not been addressed previously at this very fine-scale. Interestingly, this trade-off between prey quantity and quality has also been detected in humpback whales foraging in Antarctica at depths deeper than where the densest krill patches occur; while the whales are exploiting less dense krill patches, these krill composed of larger, gravid, higher-quality krill (Cade et al. 2022). While it is unclear how baleen whales differentiate between prey species or reproductive stages, several mechanisms have been suggested, including visual and auditory identification (Torres 2017). We assume here that gray whales, and other baleen whale species, can differentiate between prey species. Thus, our results showcase the importance of knowing the quality (such as caloric content) of prey items available to predators to understand their foraging ecology (Spitz et al. 2012).

References

Cade DE, Kahane-Rapport SR, Wallis B, Goldbogen JA, Friedlaender AS (2022) Evidence for size-selective pre- dation by Antarctic humpback whales. Front Mar Sci 9:747788

Goldbogen JA, Calambokidis J, Oleson E, Potvin J, Pyenson ND, Schorr G, Shadwick RE (2011) Mechanics, hydrody- namics and energetics of blue whale lunge feeding: effi- ciency dependence on krill density. J Exp Biol 214:131−146

Grémillet D, Pichegru L, Kuntz G, Woakes AG, Wilkinson S, Crawford RJM, Ryan PG (2008) A junk-food hypothesis for gannets feeding on fishery waste. Proc R Soc B 275: 1149−1156

Harris MP, Beare D, Toresen R, Nøttestad L, and others (2007) A major increase in snake pipefish (Entelurus aequoreus) in northern European seas since 2003: poten- tial implications for seabird breeding success. Mar Biol 151:973−983

Harris MP, Newell M, Daunt F, Speakman JR, Wanless S (2008) Snake pipefish Entelurus aequoreus are poor food for seabirds. Ibis 150:413−415

Haug T, Lindstrøm U, Nilssen KT (2002) Variations in minke whale (Balaenoptera acutorostrata) diet and body condi- tion in response to ecosystem changes in the Barents Sea. Sarsia 87:409−422

Hildebrand L, Bernard KS, Torres LG (2021) Do gray whales count calories? Comparing energetic values of gray whale prey across two different feeding grounds in the eastern North Pacific. Front Mar Sci 8:1008

Hyrenbach KD, Forney KA, Dayton PK (2000) Marine pro- tected areas and ocean basin management. Aquat Con- serv 10:437−458

Rosen DAS, Trites AW (2000) Pollock and the decline of Steller sea lions: testing the junk-food hypothesis. Can J Zool 78:1243−1250

Spitz J, Trites AW, Becquet V, Brind’Amour A, Cherel Y, Galois R, Ridoux V (2012) Cost of living dictates what whales, dolphins and porpoises eat: the importance of prey quality on predator foraging strategies. PLOS ONE 7:e50096

Torres LG, Barlow DR, Chandler TE, Burnett JD (2020) Insight into the kinematics of blue whale surface forag- ing through drone observations and prey data. PeerJ 8: e8906

Torres LG (2017) A sense of scale: foraging cetaceans’ use of scale-dependent multimodal sensory systems. Mar Mamm Sci 33:1170−1193

Trites AW, Donnelly CP (2003) The decline of Steller sea lions Eumetopias jubatus in Alaska: a review of the nutri- tional stress hypothesis. Mammal Rev 33:3−28

Putting Fitbits on whales: How tag data allows for estimating calories burned by foraging PCFG gray whales

By: Kate Colson, MSc Student, University of British Columbia, Institute for the Oceans and Fisheries, Marine Mammal Research Unit

Hello! My name is Kate Colson and I am a master’s student at the University of British Columbia, co-supervised by Dr. Andrew Trites of the Marine Mammal Research Unit and Dr. Leigh Torres of the GEMM Lab. As part of my thesis work, I have had the opportunity to spend the summer field season with Leigh and the GEMM Lab team.

For my master’s I am studying the foraging energetics of Pacific Coast Feeding Group (PCFG) gray whales as part of the much larger Gray whale Response to Ambient Noise Informed by Technology and Ecology (GRANITE) project. Quantifying the energy expenditure of PCFG gray whales during foraging can help establish a baseline for how disturbance impacts the ability of this unique population to meet their energy needs. Additionally, determining how many calories are burned during different PCFG foraging behaviors might help explain why some gray whales are in better body condition than others.

To understand how much energy different PCFG foraging behaviors cost, I am using data from suction cup tags we have temporarily applied on PCFG gray whales (Figure 1). You can read more about the why the GEMM Lab started using these tags in an earlier blog here. What I want to talk about in this blog is how exactly we can use this tag data to estimate energy expenditure of PCFG gray whales.

***Figure 1.*** *The famous “Scarlett*” with a suction cup tag just attached using a carbon fiber pole (seen on far right). This minimally invasive tag has many data sensors, all of which sample at high frequencies, that can allow for an estimation of energy expenditure for different gray whale behaviors. **Source:** GEMM Lab; National Marine Fisheries Service (NMFS) permit no. 21678

The suction cups tags used in this project have many data sensors that are useful for describing the movement of the tagged whale including accelerometers, magnetometers, gyroscopes, and pressure sensors, and all are sampling at high frequencies. For example, the accelerometer is taking 400 measurements per second! The accelerometer, magnetometer, and gyroscope take measurements in 3 dimensions along the X, Y, and Z-axes. The whale’s movement around the X-axis indicates roll (if the whale is swimming on its side), while movement around the Y-axis indicates pitch (if the whales head is oriented towards the surface or the sea floor). Changes in the whale’s movement around the Z-axis indicates if the whale is changing its swimming direction. Together, all of these sensors can describe the dive profile, body orientation, fluking behavior, and fine-scale body movements of the animal down to the second (Figure 2). This allows for the behavior of the tagged whale to be specifically described for the entirety of the tag deployment.

***Figure 2.*** An example of what the tag sensor data looks like. The **top panels** show the depth of the animal and can be used to determine the diving behavior of the whale. The **middle panels** show the body roll of the whale (the X axis) —a roll value close to 0 means the whale is swimming “normally” with no rotation to either side, while a higher roll value means the whale is positioned on its side. The **bottom panels** show the fluking behavior of the animal: each spike is the whale using its tail to propel itself through the water, with higher spikes indicating a stronger fluke stroke. **Source:** GEMM Lab, NMFS permit no. 21678

Although these suction cup tags are a great advancement in collecting fine-scale data, they do not have a sensor that actually measures the whale’s metabolism, or rate of calories burned by the whale. Thus, to use this fine-scale tag data as an estimate for energy expenditure, a summary metric must be calculated from the data and used as a proxy. The most common metric found in the literature is Overall Dynamic Body Acceleration (ODBA) and many papers have been published discussing the pros and cons of using ODBA as a proxy for energy expenditure (Brown et al., 2013; Gleiss et al., 2011; Halsey, 2017; Halsey et al., 2011; Wilson et al., 2020). The theory behind ODBA is that because an animal’s metabolic rate is primarily comprised of movement costs, then measuring the acceleration of the body is an effective way of determining energy expenditure. This theory might seem very abstract, but if you have ever worn a Fitbit or similar fitness tracking device to estimate how many calories you’ve burned during a workout, the same principle applies. Those fitness devices use accelerometers and other sensors, to measure the movement of your limbs and produce estimates of energy used.

So now that we’ve established that the goal of my research is to essentially use these suction cup tags as Fitbits for PCFG gray whales, let’s look at how accelerometry data has been used to detect foraging behavior in large whales so far. Many accelerometry tagging studies have used rorquals as a focal species (see Shadwick et al. (2019) for a review). Well-known rorqual species include humpback, fin, and blue whales. These species forage by using lunges to bulk feed on dense prey patches in the water column. Foraging lunges are indicated by isolated periods of high acceleration that are easily detectable in the tag data (Figure 3; Cade et al., 2016; Izadi et al., 2022).

***Figure 3.*** **Top image:** A foraging blue whale performing a surface lunge (Photo credit: GEMM Lab). Note the dense aggregation of krill in the whale’s mouth. **Bottom image:** The signature acceleration signal for lunge feeding (adapted from Izadi et al., 2022)*. Each color represents one of the 3D axes of whale movement. The discrete periods of high acceleration represent lunges*.

However, gray whales feed very differently from rorquals. Gray whales primarily suction feed on the benthos, using their head to dig into the sediment and filter prey out of the mud using their baleen. Yet, PCFG gray whales often perform many other foraging behaviors such as headstanding and side-swimming (Torres et al., 2018). Additionally, PCFG gray whales tend to feed in water depths that are often shallower than their body length. This shallow depth makes it difficult to isolate signals of foraging in the accelerometry data from random variation in the data and separate the tag data into periods of foraging behaviors (Figure 4).

***Figure 4.*** **Top image:** A foraging PCFG gray whale rolls on its side to feed on mysid prey. **Bottom image:** The graph shows the accelerometry data from our suction cup tags that can be used to calculate Overall Dynamic Body Acceleration (ODBA) as a way to estimate energy expenditure. Each color represents a different axis in the 3D motion of the whale. The X-axis is the horizontal axis shows forward and backward movement of the whale, the Y-axis shows the side-to-side movement of the whale, and the Z-axis shows the up-down motion of the whale. Note how there are no clear periods of high acceleration in all 3 axes simultaneously to indicate different foraging behaviors like is apparent during lunges of rorqual whales. However, there is a pattern showing that when acceleration in the Z-axis (blue line) is positive, the X- and Y-axes (red and green lines) are negative. **Source:** GEMM Lab; NMSF permit no. 21678

But there is still hope! Thanks to the GEMM Lab’s previous work describing the foraging behavior of the PCFG sub-group using drone footage, and the video footage available from the suction cup tags deployed on PCFG gray whales, the body orientation calculated from the tag data can be a useful indication of foraging. Specifically, high body roll is apparent in many foraging behaviors known to be used by the PCFG, and when the tag data indicates that the PCFG gray whale is rolled onto its sides, lots of sediment (and sometimes even swarms of mysid prey) is seen in the tag video footage. Therefore, I am busy isolating these high roll events in the collected tag data to identify specific foraging events.

My next steps after isolating all the roll events will be to use other variables such as duration of the roll event and body pitch (i.e., if the whales head is angled down), to define different foraging behaviors present in the tag data. Then, I will use the accelerometry data to quantify the energetic cost of performing these behaviors, perhaps using ODBA. Hopefully when I visit the GEMM Lab again next summer, I will be ready to share which foraging behavior leads to PCFG gray whales burning the most calories!

References:

Brown, D. D., Kays, R., Wikelski, M., Wilson, R., & Klimley, A. P. (2013). Observing the unwatchable through acceleration logging of animal behavior. Animal Biotelemetry, 1(1), 1–16. https://doi.org/10.1186/2050-3385-1-20

Cade, D. E., Friedlaender, A. S., Calambokidis, J., & Goldbogen, J. A. (2016). Kinematic diversity in rorqual whale feeding mechanisms. Current Biology, 26(19), 2617–2624. https://doi.org/10.1016/j.cub.2016.07.037

Duley, P. n.d. Fin whales feeding [photograph]. NOAA Northeast Fisheries Science Center Photo Gallery. https://apps-nefsc.fisheries.noaa.gov/rcb/photogallery/finback-whales.html

Gleiss, A. C., Wilson, R. P., & Shepard, E. L. C. (2011). Making overall dynamic body acceleration work: On the theory of acceleration as a proxy for energy expenditure. Methods in Ecology and Evolution, 2(1), 23–33. https://doi.org/10.1111/j.2041-210X.2010.00057.x

Halsey, L. G. (2017). Relationships grow with time: A note of caution about energy expenditure-proxy correlations, focussing on accelerometry as an example. Functional Ecology, 31(6), 1176–1183. https://doi.org/10.1111/1365-2435.12822

Halsey, L. G., Shepard, E. L. C., & Wilson, R. P. (2011). Assessing the development and application of the accelerometry technique for estimating energy expenditure. Comparative Biochemistry and Physiology – A Molecular and Integrative Physiology, 158(3), 305–314. https://doi.org/10.1016/j.cbpa.2010.09.002

Izadi, S., Aguilar de Soto, N., Constantine, R., & Johnson, M. (2022). Feeding tactics of resident Bryde’s whales in New Zealand. Marine Mammal Science, 1–14. https://doi.org/10.1111/mms.12918

Shadwick, R. E., Potvin, J., & Goldbogen, J. A. (2019). Lunge feeding in rorqual whales. Physiology, 34, 409–418. https://doi.org/10.1152/physiol.00010.2019

Torres, L. G., Nieukirk, S. L., Lemos, L., & Chandler, T. E. (2018). Drone up! Quantifying whale behavior from a new perspective improves observational capacity. Frontiers in Marine Science, 5, 1–14. https://doi.org/10.3389/fmars.2018.00319

Wilson, R. P., Börger, L., Holton, M. D., Scantlebury, D. M., Gómez-Laich, A., Quintana, F., Rosell, F., Graf, P. M., Williams, H., Gunner, R., Hopkins, L., Marks, N., Geraldi, N. R., Duarte, C. M., Scott, R., Strano, M. S., Robotka, H., Eizaguirre, C., Fahlman, A., & Shepard, E. L. C. (2020). Estimates for energy expenditure in free-living animals using acceleration proxies: A reappraisal. Journal of Animal Ecology, 89(1), 161–172. https://doi.org/10.1111/1365-2656.13040

Do you lose SLEAP over video analysis of gray whale behavior? Not us in the GEMM Lab!

Celest Sorrentino, University of California, Santa Barbara, Department of Ecological, Evolution, and Marine Biology, GEMM Lab NSF REU intern

Are you thinking “Did anyone proofread this blog beforehand? Don’t they know how to spell SLEEP?” I completely understand this concern, but not to fear: the spelling of SLEAP is intentional! We’ll address that clickbait in just a moment.

My name is Celest Sorrentino, a first-generation Latina undergrad who leaped at the opportunity to depart from the beaches of Santa Barbara, California to misty Newport, Oregon to learn and grow as a scientist under the influential guidance of Clara Bird, Dr. Leigh Torres and the powerhouse otherwise known as the GEMM lab. As a recent NSF REU (Research Experience for Undergraduates) intern in the GEMM Lab at Oregon State University, I am thrilled to have the chance to finally let you in on the project Clara, Leigh and I have been working on all summer. Ready for this?

Our project uses a deep-learning platform called SLEAP A.I. ( https://sleap.ai/) that can predict and track multiple animals in video to track gray whale mother calf pairs in drone footage. We also took this project a step further and explored how the distance between a gray whale mother and her calf, a proxy for calf independence, varied throughout the season and by different calf characteristics.

In this story, we’ve got a little bit for everyone: the dynamic duo of computer vision and machine learning for my data scientist friends, and ecological inquest for my cetacean researcher friends.

About the Author

Before we begin, I’d like to share that I am not a data scientist. I’ve only ever taken one coding class. I also do not have years of gray whale expertise under my belt (not yet at least!). I’m entering my 5^th year at University of California, Santa Barbara as a double major in Ecology and Evolution (BS) as well as Italian Studies (BA). I am sharing this information to convey the feasibility of learning how to use machine-learning as a solution to streamline the laborious task of video analysis, which would permit more time towards answering your own ecological question, as we did here.

Essential Background

Hundreds of Hours of Drone footage

Since 2016, the GEMM Lab has been collecting drone footage of gray whales off the Oregon Coast to observe gray whale behavior in more detail (Torres et al. 2018). Drones have been shown to increase observational time of gray whales by a three-fold (Torres et al. 2018), including the opportunity to revisit the video with fresh eyes at any time one pleases. The GEMM Lab has flow over 500 flights in the past 6 years, including limited footage of gray whale mother-calf pairs. Little is known about gray whale mother-calf dynamics and even less about factors that influence calf development. As we cannot interview hundreds of gray-whale mother-calf pairs to develop a baseline for this information, we explore potential proxies for calf development instead (similar to how developmental benchmarks are used for human growth).

Distance and Development

During our own life journey, each of us became less and less dependent on our parents to survive on our own. Formulating our first words so that we can talk for ourselves, cracking an egg for our parents so that we can one day cook for ourselves, or even letting go of their hand when crossing the street. For humans, we spend many years with our kin preparing for these moments, but gray whale mother-calf pairs only have a few months after birth until they separate. Gray whale calves are born on their wintering grounds in Baja California, Mexico (around February), migrate north with their mothers to the foraging grounds, and are then weaned during the foraging season (we think around August). This short time with their mother means that they have to become independent pretty quickly (about 6 months!).

Distance between mother and calf can be considered a measure of independence because we would expect increased distance between the pair as calf independence increases. In a study by Nielson et al (2019), distance between Southern Right Whale mother-calf pairs was found to increase as the calf grew, indicating that it can serve as a good proxy for independence. The moment a mother-calf pair separates has not been documented, but the GEMM lab has footage of calves during the foraging season pre-weaning that can be used to investigate this process. However, video analysis is no easy feat: video analysis can range from post-processing, diligent evaluation, and video documentation (Torres et al. 2018). Although the use of UAS has become a popular method for many researchers, the extensive time required for video analysis is a limitation. As mentioned in Clara’s blog, the choice to pursue different avenues to streamline this process, such as automation through machine learning, is highly dependent on the purpose and the kind of questions a project intends to answer.

SLEAP A.I.

In a world where modern technology is constantly evolving to cater towards making everyday tasks easier, machine learning leads the charge with its ability for a machine to perform human tasks. Deep learning is a subset of machine learning in which the model learns and adapts the ability to perform a task given a dataset. SLEAP (Social LEAP Estimation of Animal Poses) A.I. is an open-source deep-learning framework created to be able to track multiple subjects, specifically animals, throughout a variety of environmental conditions and social dynamics. In previous cases, SLEAP has tracked animals with distinct morphologies and conditions such as mice interactions, fruit flies engaging in courtship, and bee behavior in a petri dish (Pereira 2020). While these studies show that SLEAP could help make video analysis more efficient, these experiments were all conducted on small animals and in controlled environments. However, large megafauna, such as gray whales, cannot be cultivated and observed in a controlled Petri dish. Could SLEAP learn and adapt to predict and track gray whales in an uncontrolled environment, where conditions are never the same (ocean visibility, sunlight, obstructions)?

Methods

In order to establish a model within SLEAP, we split our mother-calf drone video dataset into training (n=9) and unseen/testing (n=3) videos. Training involves teaching the model to recognize gray whales, and necessitated me to label every four frames using the following labels (anatomical features): rostrum, blowhole, dorsal, dorsal-knuckle, and tail (Fig. 1). Once SLEAP was trained and able to successfully detect gray whales, we ran the model on unseen video. The purpose of using unseen video was to evaluate whether the model could adapt and perform on video it had never seen before, eliminating the need for a labeler to retrain it.

We then extracted the pixel coordinates for the mom and calf, calculated the distance between their respective dorsal knuckles, and converted the distance to meters using photogrammetry (see KC’s blog for a great explanation of these methods). The distance between each pair was then summarized on a daily scale as the average distance and the standard deviation. Standard deviation was explored to understand how variable the distance between mother-calf pair was throughout the day. We then looked at how distance and the standard deviation of distance varied by day of year, calf Total Length (TL), and calf Body Area Index (BAI; a measure of body condition). We hypothesized that these three metrics may be drivers of calf independence (i.e., as the calf gets longer or fatter it becomes more independent from its mother).

*Fig 1. Example of a labelled frame from SLEAP, highlighting labels: rostrum, blowhole, dorsal, dorsal-knuckle, and tail.*

Results

SLEAP A.I. was able to successfully detect and track gray whale mother-calf pairs across all videos (that’s a total of 1318 frames!). When evaluating how the average distance changed across Day of Year, calf Total length, and calf BAI, the plots did not demonstrate the positive relationship we anticipated (Fig 2A). However, when evaluating the standard deviation of distance across Day of Year, calf Total Length, and calf BAI, we did notice that there does appear to be an increase in variability of distance with an increase in Day of Year and calf Total length (Fig 2B)

*Fig 2A: Relationship between average distance(m) between each mother and calf (colors represent different named calves) relative to Day of Year, Total length of calf, and BAI of calf.*

*Fig 2B: Relationship between standard deviation of distance(m) between each mother and calf (colors represent different named calves) relative to Day of Year, Total length of calf, and BAI of calf.*

Concluding thoughts

These results are monumental! We demonstrated the feasibility to use AI to create a model that can track gray whale pairs in drone footage, which is a fantastic tool that can be applied to updated datasets in the future. As more footage of gray whale mother-calf pairs are collected, this video can be quickly uploaded to SLEAP for model evaluation, predictions can be exported, and results subsequently included in the distance analysis to update our plots and increase our understanding. Our data currently provide a preliminary understanding of how the distance between mother-calf pairs changes with Day of Year, Total length, and BAI, but we are now able to continue updating our dataset as we collect more drone footage.

I suppose you can say I did mislead you a bit with my title, as I have lost some SLEEP recently. But, not over video analysis per say but rather in the form of inspiration. Inspiration toward expanding my understanding of machine learning so that it can be applied toward answering pressing ecological questions. This project has only propelled me to dig my heels in and investigate further the potential of machine learning to analyze dense datasets for huge knowledge gains.

*Fig 3A: Snapshot of Celest working in SLEAP GUI.*

Acknowledgements

This project was made possible in partnership by the continuous support by Clara Bird, Dr. Leigh Torres, KC Bierlich, and the entire GEMM Lab!

References

Nielsen, M., Sprogis, K., Bejder, L., Madsen, P., & Christiansen, F. (2019). Behavioural development in southern right whale calves. Marine Ecology Progress Series, 629, 219–234. https://doi.org/10.3354/meps13125

Pereira, Talmo D., Nathaniel Tabris, Junyu Li, Shruthi Ravindranath, Eleni S. Papadoyannis, Z. Yan Wang, David M. Turner, et al. “SLEAP: Multi-Animal Pose Tracking.” Preprint. Animal Behavior and Cognition, September 2, 2020. https://doi.org/10.1101/2020.08.31.276246.

Torres, Nieukirk, S. L., Lemos, L., & Chandler, T. E. (2018). Drone Up! Quantifying Whale Behavior From a New Perspective Improves Observational Capacity. Frontiers in Marine Science, 5. https://doi.org/10.3389/fmars.2018.00319

A Hundred and One Data Visualizations: What We Can Infer about Gray Whale Health Using Public Data

By Braden Adam Vigil, Oregon State University Undergraduate, GEMM Lab NSF REU Intern

Introduction

My name is Braden Vigil, and I am enjoying this summer with the company of Lisa Hildebrand and Dr. Leigh Torres as a National Science Foundation (NSF) Research Experience for Undergraduates (REU) intern. By slicing off a manageable chunk of the GRANITE project to focus on, I’ve had the chance to explore my passion for data visualization. My excitement for biological research was instilled in me by an impactful high school biology teacher (thank you Mr. Villalobos!) and was narrowed to marine biology research after a chance visit to Oregon State University’s Hatfield Marine Science Center. I’ve come all the way from Southern New Mexico to explore this passion of mine, and the REU program has been one of my first chances to get my feet wet. My advice for any students debating taking big leaps for the sake of passion is to do it – it’s scary, but I’d say there’s nothing better than living out what you want to do (and hopefully getting paid for it!). For this project, the GEMM Lab has saved me the trouble of collecting data – this summer, I’m all action.

Where Gray Whales Are and Why It Matters

Just as you might find yourself at a grocery store to buy food or at a coffee shop catching up with an old friend, so too do whales have places to go and reasons for being there. Research concerning gray whale ecology – understanding the who, what, when, where, whys – should then have a lot to do with the “where?” and “why?” That’s what my project is about: investigating where the gray whales off the Oregon coast are, and what features of the environment are related to their presence and other aspects of the population. After all, distribution is considered the foundational unit for the biogeographical understanding of a population’s location and its interactions with other species. An example of an environmental driver may be phytoplankton and – subsequently – zooplankton abundance. It’s been shown that bottom-up trophic cascades based on primary productivity directly influence predator and prey populations in both terrestrial and marine ecosystems (Sinclair and Krebs 2002; Benoit-Bird and McManus 2012). This driver specifically could then inform something as significant as population abundance of a predator, though that’s out of the scope of my project. Instead, I’m studying how these environmental drivers, specifically sea water temperature, affects the variation of the thyroid hormone (tri-iodothyronine, T3) in gray whales, which the GEMM Lab quantifies from fecal samples that they non-invasively and opportunistically collect. In terrestrial mammals, T3 is believed to be associated with thermoregulation, yet it is unclear if T3 has the same function in baleen whales who use blubber insulation to thermoregulate. To estimate blubber insulation, we use a proxy, called body area index (BAI) collected via drone footage (Burnett et al. 2018), which you can read more about in Clara’s blog. Insights into variations in T3 hormone levels as related to changes in the environment may allow researchers to better understand thermoregulatory challenges whales face in warming oceans.

This Sounds Like a Lot of Data About the Environment, Where’s it Coming From?

Not only has the GEMM Lab relieved me of the hassle that data collection and fieldwork can be, so too has the Ocean Observatories Initiative (OOI). Starting in 2014, the OOI has set up several buoys off the U.S. West Coast, each equipped with numerous sensors and data-collecting devices. These have been extracting data from the nearby environment since then, including aspects such as dissolved oxygen, pH, and most important to this study, sea temperature. These buoys run deep too! Some devices reach as low as 25 m, which is where we often expect to see whales foraging during surveys. For our interest, there is one specific buoy that is within the GRANITE project’s survey region, the Oregon Inshore Surface Mooring.

*Figure 1. Locations of OOI buoys. Blue dots represent buoys, while the yellow dot represents our buoy of interest, the Oregon Inshore Surface Mooring.*

Expectations

The OOI has published, and continues to publish, an unbelievable amount of data. There are many things that would be interesting to investigate, but until we know how much we can bite off versus how much we can chew, we’ve narrowed it down to a few hypotheses we’re currently investigating.

*Table 1. Hypotheses and Expected Results.*

A Hundred and One Data Visualizations

As fun as I find testing correlations between variables and creating satisfying looking plots, I must admit that I’m not even halfway into this project and I’ve made a LOT of plots. Plots can be an easy way to understand big datasets and observations. Since not all of the data-collecting devices on the OOI data are continuously running, I first needed to get an idea of how much data we have to work with, and how much of that data overlaps in time with our annual gray whale survey period (June 1 – October 15). Some of these preliminary plots look like Figure 2. In addition, these plots grant us an idea of how variable sea surface temperatures have been in these past few years. Marine heatwaves have occurred recently in the Pacific Ocean and off the U.S. West Coast, and it is important to know if their effects continue to linger to the present. Other, unexplained peaks might also be worth investigating.

Figure 2. Preliminary plot comparing sea surface temperature data over time, from around June 2016 to December 2021. Straight lines between December to June each year indicates no data, as we have removed these periods from our analysis.

The goal here is to eventually compare the variables of sea temperature to the T3 hormone levels in gray whales foraging off the Oregon coast. Before this step, it is important to decide what depth of temperature readings are most appropriate to assess. I’ve made several correlation plots of sea temperature between varying depths of 1 m, 7 m, and 25 m. One such plot is included below (Figure 3). This plot shows variation of temperature between different depths. If there is strong variation between the depths of 1 m and 25 m, then the water column may be well stratified, meaning that gray whale response to environmental temperature may be distinct between these distances, possibly even between 1 m and 7 m.

*Figure 3. Sea surface temperature at 1 m versus 25 m in degrees Celsius, with points color coded by year.*

Conclusion

As previously described, this study plays part into the larger GRANITE project with the goal to understand and make predictions about the ecology and physiology of the gray whale population off of the U.S. West Coast. This study will investigate the significance of sea temperature on aspects of whale health – so far including BAI and T3 hormone level. I will be pursuing a stronger grasp on the variation of these relationships through ongoing analysis. My results should be used to clarify nodes and the correlation between them in the web of dynamics encircling the population. This project has given me great insight into how raw data can be turned into meaningful understandings and subsequent impacts. The public OOI data is a scattershot of many different measurements using many different devices constantly. The answers/solutions to the conservation of species threatened by the Anthropocene are out there, all that’s required is that we harness them.

References

Benoit-Bird, K. J., & McManus, M. A. (2012). Bottom-up regulation of a pelagic community through spatial aggregations. Biology Letters, 8(5), 813–816. https://doi.org/10.1098/rsbl.2012.0232

Burnett, J. D., & Wing, M. G. (2018). A low-cost near-infrared digital camera for fire detection and monitoring. International Journal of Remote Sensing, 39(3), 741–753. https://doi.org/10.1080/01431161.2017.1385109

Sinclair, A. R. E., & Krebs, C. J. (2002). Complex numerical responses to top–down and bottom–up processes in vertebrate populations. Philosophical Transactions of the Royal Society of London. Series B: Biological Sciences, 357(1425), 1221–1231.https://doi.org/10.1098/rstb.2002.1123.

References

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We identified friends – old and new!

We flew, we scooped, we collected heaps of data!

Final thoughts

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References:

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About the Author

Essential Background

Hundreds of Hours of Drone footage

Distance and Development

SLEAP A.I.

Methods

Results

Concluding thoughts

Acknowledgements

References

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